自动化文档生成的工作流?

约瑟夫外邦人
约瑟夫外邦人 ✭✭✭✭✭✭
在公式与函数

当提交新“表单”时，使用“文档生成”最简单的过程是什么?

是否有人拥有可以自动执行此过程的工作流，而不需要“看门人”或在表单提交后手动生成行级文档?

示例—我们有一个需要签名的PDF表单，但我们希望使用Smartsheet来收集信息，生成文档，然后将PDF通过电子邮件发送给提交表单的人，以便他们签名并上传签名版本。

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最佳答案

答案

帮助文章资源欧宝体育app官方888

在Smartsheet中创建和编辑公式

交叉表引用的公式组合

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想在Smartsheet中直接练习使用公式吗?

查看公式手册模板!
=SUMIFS({# of Lives},{Partner},\"Bob\",{Date},DATE(20<\/strong>22, 11, 1))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-11-08 22:59:11","updateUser":{"userID":134933,"name":"Taylar LaBonte","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Taylar%20LaBonte","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nNfc_347Db4!hMHTIRzoLX4!9v0U4w3sDeJ","dateLastActive":"2022-11-08T22:59:13+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":97498,"type":"question","name":"Pie Chart is Grayed out in Dashboard","excerpt":"I have a dashboard that was working correctly with a pie chart widget. Now the pie chart is grayed out and is no longer an option. The data does have values greater than zero so I'm not sure what the issue is. Especially since it used to work just fine. This is the formula I am using in my summary sheet to get a count.…","categoryID":322,"dateInserted":"2022-11-08T15:54:28+00:00","dateUpdated":null,"dateLastComment":"2022-11-08T22:07:43+00:00","insertUserID":152599,"insertUser":{"userID":152599,"name":"ssuddendorf","url":"https:\/\/community.smartsheet.com\/profile\/ssuddendorf","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pDPQqTzVqv4!HaNS34Tvl7o!Cokx6ZB0Asa","dateLastActive":"2022-11-08T22:06:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":152599,"lastUser":{"userID":152599,"name":"ssuddendorf","url":"https:\/\/community.smartsheet.com\/profile\/ssuddendorf","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pDPQqTzVqv4!HaNS34Tvl7o!Cokx6ZB0Asa","dateLastActive":"2022-11-08T22:06:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":23,"score":null,"hot":3335868731,"url":"https:\/\/community.smartsheet.com\/discussion\/97498\/pie-chart-is-grayed-out-in-dashboard","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/97498\/pie-chart-is-grayed-out-in-dashboard","format":"Rich","tagIDs":[292],"lastPost":{"discussionID":97498,"commentID":350434,"name":"Re: Pie Chart is Grayed out in Dashboard","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/350434#Comment_350434","dateInserted":"2022-11-08T22:07:43+00:00","insertUserID":152599,"insertUser":{"userID":152599,"name":"ssuddendorf","url":"https:\/\/community.smartsheet.com\/profile\/ssuddendorf","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pDPQqTzVqv4!HaNS34Tvl7o!Cokx6ZB0Asa","dateLastActive":"2022-11-08T22:06:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/G0V0TKQC03AB\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-11-08T22:07:48+00:00","dateAnswered":"2022-11-08T22:07:43+00:00","acceptedAnswers":[{"commentID":350434,"body":"

Disregard I found out what I did wrong!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-11-08 22:07:48","updateUser":{"userID":152599,"name":"ssuddendorf","url":"https:\/\/community.smartsheet.com\/profile\/ssuddendorf","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pDPQqTzVqv4!HaNS34Tvl7o!Cokx6ZB0Asa","dateLastActive":"2022-11-08T22:06:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":292,"urlcode":"Dashboards","name":"Dashboards"}]},{"discussionID":97478,"type":"question","name":"Sum 2 Cells in different columns only when a 3rd Cell in another column is blank","excerpt":"Hi Im trying to get a formula to add 2 cells together, but only when a 3rd cell is blank. The formula i have doesn't give an error but it doesn't give an answer either! The sheet and formula are shown here. In the column 'Forecast Final Account if not agreed' Add 'PO Value' and Approved CR's (£)' when 'Agreed Final…","categoryID":322,"dateInserted":"2022-11-08T09:06:51+00:00","dateUpdated":null,"dateLastComment":"2022-11-08T17:13:56+00:00","insertUserID":134153,"insertUser":{"userID":134153,"name":"Gavin Seaton","url":"https:\/\/community.smartsheet.com\/profile\/Gavin%20Seaton","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-08T16:55:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2022-11-08T17:19:41+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":40,"score":null,"hot":3335828447,"url":"https:\/\/community.smartsheet.com\/discussion\/97478\/sum-2-cells-in-different-columns-only-when-a-3rd-cell-in-another-column-is-blank","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/97478\/sum-2-cells-in-different-columns-only-when-a-3rd-cell-in-another-column-is-blank","format":"Rich","lastPost":{"discussionID":97478,"commentID":350367,"name":"Re: Sum 2 Cells in different columns only when a 3rd Cell in another column is blank","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/350367#Comment_350367","dateInserted":"2022-11-08T17:13:56+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2022-11-08T17:19:41+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/APG5TIXADQM7\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-11-08T16:54:57+00:00","dateAnswered":"2022-11-08T14:50:19+00:00","acceptedAnswers":[{"commentID":350321,"body":"

Try this instead:<\/p>

=IF([Agreed Final Account]@row = \"//www.santa-greenland.com/community/discussion/79707/\", [PO Value]@row + [Approved CR's (£)]@row)<\/p>"},{"commentID":350323,"body":"

Looks like Paul beat me to it<\/p>

**********************************<\/p>

Hi Gavin,<\/p>

The following worked for me:<\/p>

=IF(ISBLANK([Agreed Final Amount]@row), SUM([PO Value]@row + [Approved CR's (£)]@row), \" \")<\/p>

This only adds the \"PO Value\" and \"Approved CR's\" values if the \"Agreed Final Amount\" is blank. If the \"Agreed Final Amount\" cell is not <\/em>blank then \"Forecast Final Account if not agreed\" cell is<\/em> blank. <\/p>

Hope that's what you're looking for, cheers!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-11-08 16:54:57","updateUser":{"userID":134153,"name":"Gavin Seaton","url":"https:\/\/community.smartsheet.com\/profile\/Gavin%20Seaton","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-08T16:55:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">